Philip Edward St. jean
Investment adviser representative at Ameriprise Financial Services, LLC
12 yearsExperience
2 statesRegistered in
$660.5BFirm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Ameriprise Financial Services, LLCFeb 2024 to now
- Waymont WealthDec 2023 to now
- Ameriprise Financial Services, LLCAug 2022 to Dec 2023
- Arkwise WealthAug 2021 to Aug 2022
- Hefren-tillotson IncJan 2021 to Aug 2021
- Arkwise WealthMay 2020 to Aug 2020
- Institute for Faith and FreedomMay 2019 to Jan 2021
- Mercatus Center At George Mason UniversityMay 2019 to Aug 2019
- Wegmans Food MarketsJun 2018 to Jun 2019
- Grove City CollegeAug 2017 to Jan 2021
- WalmartJul 2017 to Jan 2019
- Broadrun BreweryMay 2017 to May 2018
- Fresta Valley Christian SchoolAug 2014 to May 2017
- Carousel Frozen TreatsMar 2014 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7255034
- Firm CRD
- 6363